Filed October 22, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $680,473 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,654 | $80,211+99.0% | $74,183+115.2% | $63,975+149.6% |
| Participation rate | 99.7% | 84.2%+15.5pp | 76.6%+23.1pp | 71.1%+28.6pp |
| Annual return | 9.44% | 14.13%-4.7pp | 17.74%-8.3pp | 48.65%-39.2pp |
| Employer contribution / active EE | $5,827 | $2,553+128.2% | $2,370+145.9% | $2,182+167.1% |
| Participant deferral / active EE | $8,289 | $4,370+89.7% | $3,550+133.5% | $3,356+146.9% |
| Admin fee / account holder | $123 | $67+83.3% | $5,586-97.8% | $70+74.9% |